Volatility

Funds with High Active Share Could Outperform

During Periods of Heightened Market Volatility In early 2018, the New York Attorney General reached an agreement with 13 major fund firms, requiring them to share how much their funds are actively managed.[i]  The information – called active share – can help investors stay informed as to how much active management they’re receiving compared to…

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Talking to Your Clients About Recent Market Volatility

Nothing gets a financial firm’s phones ringing quite like market volatility – a fact about which many advisors may have been reminded lately. Investors were lulled by the relative calm we’ve had in the markets recently and now find themselves jarred back to reality as the market responds to factors such as interest rate hikes…

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